See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,956 | $98,750-45.4% | $149,696-64.0% | $79,858-32.4% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 5.66% | 27.43%-21.8pp | 276.60%-270.9pp | 31.71%-26.1pp |
| Employer contribution / active EE | $1,641 | $3,216-49.0% | $4,644-64.7% | $2,471-33.6% |
| Participant deferral / active EE | $2,446 | $5,680-56.9% | $6,842-64.2% | $3,740-34.6% |
| Admin fee / account holder | $130 | $6,053-97.9% | $9,309-98.6% | $5,306-97.6% |